Filed October 7, 2011 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $176,462 |
MEKETA INVESTMENT GROUP8 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $55,766 |
Filed as: CBIZ C.P.A.S P.C. Service code 10 · EIN 43-1947695 | Accounting | $25,305 |
Filed as: CUSTOMIZED HR SOLUTIONS Service code 16 · EIN 46-2183610 | Consulting | $6,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,494 | $59,339+62.6% | $149,673-35.5% | $103,482-6.8% |
| Participation rate | 94.5% | 70.2%+24.3pp | 78.8%+15.7pp | 73.3%+21.2pp |
| Annual return | 20.50% | 77.78%-57.3pp | 134.42%-113.9pp | 33.11%-12.6pp |
| Employer contribution / active EE | $2,719 | $2,178+24.9% | $4,818-43.6% | $3,208-15.2% |
| Participant deferral / active EE | $7,006 | $3,716+88.5% | $5,680+23.3% | $5,207+34.5% |
| Admin fee / account holder | $36 | $103-65.4% | $13,210-99.7% | $114-68.8% |